Re:Anxiety Strikes $8T Mortgage-Debt Market After SVB Collapse
by mschuster91 on Tuesday March 21, 2023 @10:29AM
(#35246692)
> Everyone I speak with seems to think this is "temporary", however, the current rates are much closer to reality and may be here for longer.
IMO, it depends on how the war in Ukraine proceeds and if there will be signals of relaxing from China... in the end, interest rates represent systemic as well as individual risk and uncertainty, and the Russian invasion as well as the threat of a Chinese invasion into Taiwan (and a subsequent China-US or worldwide war) are the largest geopolitical risk factor by far.
IMO, it depends on how the war in Ukraine proceeds and if there will be signals of relaxing from China... in the end, interest rates represent systemic as well as individual risk and uncertainty, and the Russian invasion as well as the threat of a Chinese invasion into Taiwan (and a subsequent China-US or worldwide war) are the largest geopolitical risk factor by far.